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Ethic Inc’s Barclays BCS Stock Holding History

Ethic Inc’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.29M Buy
196,777
+12,565
+7% +$303K 0.07% 292
2026
Q1 		$3.9M Buy
184,212
+9,776
+6% +$238K 0.06% 314
2025
Q4 		$4.44M Buy
174,436
+6,376
+4% +$141K 0.07% 278
2025
Q3 		$3.47M Buy
168,060
+10,686
+7% +$212K 0.06% 326
2025
Q2 		$2.93M Sell
157,374
-12,068
-7% -$200K 0.05% 341
2025
Q1 		$2.61M Buy
169,442
+5,445
+3% +$81.5K 0.05% 349
2024
Q4 		$2.18M Buy
163,997
+41,501
+34% +$538K 0.04% 401
2024
Q3 		$1.16M Sell
122,496
-20,995
-15% -$246K 0.03% 533
2024
Q2 		$1.54M Buy
+143,491
New +$1.49M 0.04% 457
2023
Q1 		– Sell
-95,313
Closed -$743K – 965
2022
Q4 		$743K Buy
95,313
+23,612
+33% +$172K 0.04% 449
2022
Q3 		$459K Buy
71,701
+49,107
+217% +$378K 0.03% 512
2022
Q2 		$172K Buy
22,594
+9,822
+77% +$77.1K 0.01% 719
2022
Q1 		$101K Buy
12,772
+657
+5% +$6.7K 0.01% 725
2021
Q4 		$125K Sell
12,115
-11,661
-49% -$122K 0.01% 639
2021
Q3 		$245K Buy
23,776
+10,008
+73% +$99.6K 0.03% 530
2021
Q2 		$133K Buy
+13,768
New +$141K 0.02% 552
2021
Q1 		– Sell
-30,441
Closed -$243K – 487
2020
Q4 		$243K Sell
30,441
-11
-0% -$74 0.06% 350
2020
Q3 		$153K Buy
30,452
+12,435
+69% +$68.7K 0.06% 320
2020
Q2 		$102K Buy
+18,017
New +$93.9K 0.06% 263

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ethic Inc's BCS Position: Q2 2026 in Review

Ethic Inc increased its Barclays (BCS) stake by 6.8% in Q2 2026, buying an estimated $303K and bringing the position to 196,777 shares worth $5.29M. The position accounts for 0.07% of the portfolio, ranked #292.

Ethic Inc first reported a position in BCS in Q2 2020 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Ethic Inc held 196,777 shares of Barclays worth $5.29M as of Q2 2026.
  • Ethic Inc bought 12,565 Barclays shares in Q2 2026, an estimated $303K.
  • Barclays made up 0.07% of Ethic Inc's portfolio in Q2 2026, its #292 holding.
  • Ethic Inc first reported a position in Barclays in Q2 2020 and has held it in 19 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.